Macroeconomic variables and investment policy
December 1, 2023
On the occasion of a webinar organised by OneLife for its Belgian brokers, Stefan Duchateau, Professor of Portfolio Management and Financial Risk Management at KU Leuven and UHasselt, addressed the following topics: Which macroeconomic analysis tools are taken into account in portfolio management? How can these tools be seamlessly transposed to produce results through precise […]
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Part 4: Wealth planning and reserved shares
November 16, 2023
In Belgium, the purpose of civil law reform on succession and donations was to modernise the inheritance framework of the Civil Code, dating back to 1804. The principles of these reforms have been applicable since 1 September 2018 and have had a major impact on donations and debt being brought back into the estate in […]
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Part 3: Donation of a life assurance policy – importance of the beneficiary clause
September 8, 2023
The wording of the beneficiary clause of a life assurance policy is of great importance in order to best meet the client’s wealth planning and succession objectives. This especially applies if the policy is to be donated. 1. The regions of Wallonia and Brussels are coming into line with the region of Flanders. The tax […]
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